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Step 1: Create Internal Conversion Labels

Start with your own lead process. Create labels in LeadTrackr that describe key actions after a lead is captured, moments like:
  • Call Scheduled
  • Quote Sent
  • Deal Signed
  • Not Interested
  • Customer Onboarded
Use terminology your sales and marketing team will immediately recognize.

When to Use “Mark as Done”

Each label also has a setting called Mark as done.
Enable this only for the final step in your process, like:
  • Deal Signed
  • Customer Onboarded
  • Lead Lost
If you mark leads as “done” too early (e.g. after scheduling a call), you can’t qualify them again later for a next step. So only use this for leads that reached their end state.
When this is enabled, leads will automatically move to the Rated tab after being processed. They won’t return to the “Open” inbox again. Once your labels are in place, map each of them to a distinct GA4 event or Google Ads conversion.

Google Analytics 4 (GA4)

When integrating with GA4, we recommend using Google’s standard event names. These unlock powerful built-in reports, especially useful for lead generation.
Event NameUse When…
generate_leadA lead submits a form online, or is added offline
qualify_leadYou mark a lead as qualified
disqualify_leadYou mark a lead as not relevant or not valuable
working_leadA rep contacts the lead or vice versa
close_convert_leadThe lead becomes a paying customer
close_unconvert_leadThe lead is lost or didn’t become a customer
Create one conversion per LeadTrackr label, and assign each a conversion category that reflects the action type.
Example Label in LeadTrackrGoogle Ads Conversion NameConversion Category
Call ScheduledAppointment SetQualified Lead
Quote SentQuote SentQualified Lead
Deal SignedSigned ContractConverted Lead

Example Structures by Industry

B2B SaaS

LeadTrackr LabelMark as doneGA4 EventGoogle Ads Conversion
Demo ScheduledNoqualify_leadDemo Call Booked
Quote SentNoworking_leadQuote Sent
Trial StartedNoclose_convert_leadTrial Started
Subscription StartedYesclose_unconvert_leadTrial Not Converted

Automotive / Car Dealership

LeadTrackr LabelMark as doneGA4 EventGoogle Ads Conversion
Test Drive BookedNoqualify_leadTest Drive
Offer SentNoworking_leadOffer Shared
Vehicle SoldYesclose_convert_leadVehicle Purchase
Lost DealYesclose_unconvert_leadLost Sale

Real Estate

LeadTrackr LabelMark as doneGA4 EventGoogle Ads Conversion
Viewing ScheduledNoqualify_leadProperty Viewing
Offer PlacedNoworking_leadOffer Submitted
Contract SignedYesclose_convert_leadContract Signed
Deal LostYesclose_unconvert_leadNot Sold

Summary

  • Create labels based on your internal sales process
  • Map each label to one unique GA4 event and/or one unique Google Ads conversion
  • Stick to standard GA4 events where possible (qualify_lead, close_convert_lead, etc.)
  • Use conversion categories in Google Ads to improve optimization
  • Enable Mark as done only on the final step in your process